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Portfolio (Quarterly) Guide ↗

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

· CIK 0002026926
13F Portfolio $844M AUM 219 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 106 Added 49 Reduced 8 Exited
Page 4 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SPGI S&P GLOBAL INC Financial Services 7,603.0 $3.1M 0.37% +168.0 +2.3% $407.24 +5.9%
62 CRM SALESFORCE INC Technology 19,029.0 $3.0M 0.35% +8K +76.1% $156.66 +33.5%
63 MSI MOTOROLA SOLUTIONS INC Technology 7,046.0 $2.9M 0.35% +372.0 +5.6% $415.29 +15.7%
64 MA MASTERCARD INCORPORATED Financial Services 5,665.0 $2.9M 0.34% +443.0 +8.5% $513.60 +13.1%
65 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5,954.0 $2.8M 0.34% +115.0 +2.0% $477.57 -12.3%
66 DIS DISNEY WALT CO Communication Services 29,328.0 $2.8M 0.33% +2K +5.7% $96.25 +12.0%
67 PSCF INVESCO EXCH TRADED FD TR II 42,321.0 $2.8M 0.33% +2K +4.9% $65.07 +2.5%
68 PDBC INVESCO ACTVELY MNGD ETC FD 168,707.0 $2.7M 0.32% +9K +5.8% $15.88 +17.4%
69 TBIL RBB FD INC 50,589.0 $2.5M 0.30% +11K +27.2% $49.86 +0.3%
70 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,982.0 $2.5M 0.30% +511.0 +11.4% $501.36 +25.5%
71 KDP KEURIG DR PEPPER INC Consumer Defensive 75,969.0 $2.5M 0.29% +2K +2.5% $32.73 -2.1%
72 ACN ACCENTURE PLC IRELAND Technology 17,889.0 $2.2M 0.26% +1K +6.2% $124.44 +48.9%
73 T AT&T INC Communication Services 103,915.0 $2.2M 0.26% +4K +3.9% $20.70 +22.3%
74 SHW SHERWIN WILLIAMS CO Basic Materials 6,212.0 $2.1M 0.25% +274.0 +4.6% $344.32 +0.7%
75 MINT PIMCO ETF TR 20,891.0 $2.1M 0.25% +6K +37.7% $100.81 -0.1%
76 MS MORGAN STANLEY Financial Services 9,750.0 $2.0M 0.24% +223.0 +2.3% $209.04 +2.5%
77 PSCI INVESCO EXCH TRADED FD TR II 10,712.0 $2.0M 0.24% +710.0 +7.1% $186.06 -4.7%
78 VTWO VANGUARD SCOTTSDALE FDS 15,824.0 $1.9M 0.23% +5K +49.1% $121.42 -0.1%
79 MDLZ MONDELEZ INTL INC Consumer Defensive 32,108.0 $1.9M 0.22% +2K +5.4% $57.84 +11.4%
80 MDT MEDTRONIC PLC Healthcare 23,163.0 $1.8M 0.21% +2K +9.7% $78.23 +19.3%
Page 4 of 6  ·  106 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.6%
Financial Services 16.2%
Healthcare 11.3%
Industrials 10.3%
Communication Services 7.6%
Consumer Defensive 6.0%
Consumer Cyclical 5.4%
Energy 4.5%
Basic Materials 4.3%
Utilities 3.9%